Morgan Stanley Institutional Fund Trust Discovery Portfolio Class L (MSKLX)
| Fund Assets | 920.70M |
| Expense Ratio | 1.56% |
| Min. Investment | $1,000 |
| Turnover | 88.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 11.31 |
| YTD Return | -8.12% |
| 1-Year Return | -4.80% |
| 5-Year Return | -42.54% |
| 52-Week Low | 9.06 |
| 52-Week High | 14.40 |
| Beta (5Y) | n/a |
| Holdings | 47 |
| Inception Date | Jun 15, 2012 |
About MSKLX
Morgan Stanley Institutional Fund Trust Discovery Portfolio Class L is a mutual fund focused on achieving long-term capital growth. The portfolio primarily invests in established and emerging U.S. mid-cap companies that possess sustainable competitive advantages, strong business visibility, robust balance sheets, and the ability to generate high returns on capital. The fund emphasizes companies within the middle tier of the U.S. equity market by market capitalization, targeting sectors with significant growth potential, such as information technology, consumer discretionary, and health care. Among its top holdings are companies like DoorDash, Cloudflare, The Trade Desk, and Affirm Holdings, reflecting a strong tilt toward innovative and rapidly expanding businesses. The fund is managed by an experienced team and seeks to outperform the broader mid-cap growth segment by capitalizing on trends within industries undergoing substantial transformation. Its role within the financial market is to provide investors access to a diversified portfolio of high-growth mid-sized firms, often filling the gap between large, established blue-chip stocks and smaller, more volatile growth companies.
Performance
MSKLX had a total return of -4.80% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.24%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
60.10% of assets| Name | Symbol | Weight |
|---|---|---|
| Cloudflare, Inc. | NET | 13.22% |
| Roblox Corporation | RBLX | 7.56% |
| IonQ, Inc. | IONQ | 7.42% |
| Affirm Holdings, Inc. | AFRM | 6.57% |
| QXO, Inc. | QXO | 5.52% |
| Royalty Pharma plc | RPRX | 4.57% |
| Core & Main, Inc. | CNM | 3.99% |
| Oddity Tech Ltd. | ODD | 3.93% |
| MongoDB, Inc. | MDB | 3.71% |
| Morgan Stanley & Co. LLC - Morgan Stanley Institutional Liquidity Funds - Treasury Securities Portfolio | MSUXX | 3.61% |